GP

GMR Power & Urban Infra Ltd

Q4 FY26Power

GMR Power & Urban Infra Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹103
Market cap₹7.2K Cr
Updated25 Sept 2026
Read4 min read

Based on GMR Power & Urban Infra Ltd's Q4 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.

The short version

Q4FY26 Total Income: INR 20.7bn, up 11% YoY and 3% QoQ (Page 9) - Smart Meter Revenue in Q4FY26: INR 5.2bn, increased from INR 1.5bn in Q4FY25 (Page 9) - Energy Business Q4FY26 Revenue: INR 13.3bn EBITDA Q4FY26: INR 5.2 billion, up 3% YoY (Page 9) - EBITDA Margin Q4FY26: 25%, stable YoY (Page 9) - Profit After Tax (PAT) Q4FY26: Loss of INR 1.1 billion vs.

From GMR Power & Urban Infra Ltd's Q4 FY26 earnings-call transcript · updated 25 Sept 2026.

Revenue & Sales Performance

- Q4FY26 Total Income: INR 20.7bn, up 11% YoY and 3% QoQ (Page 9) - Smart Meter Revenue in Q4FY26: INR 5.2bn, increased from INR 1.5bn in Q4FY25 (Page 9) - Energy Business Q4FY26 Revenue: INR 13.3bn (Page 36) - Highway Revenue Q4FY26: INR 673mn, decreased from INR 702mn in Q4FY25 (Page 39) - Warora Plant Q4FY26 Revenue: INR 4.7bn, up 7% YoY (Page 14) - Kamalanga Plant Q4FY26 Revenue: INR 6.8bn, down slightly from INR 6.9bn in Q4FY25 (Page 38) - Smart Meter FY26 Revenue: INR 14.2bn vs INR 3.2bn in FY25 (Page 40) Explicit Outlook: - Strategy to focus on smart metering business growth and participate in upcoming smart metering opportunities (Page 27)

2 more points management made on revenue & sales performance

Profitability & Margins

See what GMR Power & Urban Infra Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Kamalanga Power Plant: Operational 1,050 MW coal plant; no expansion capex stated.
  • Warora Power Plant: Operational 600 MW coal plant; no expansion capex stated.
  • Renewable Projects: Hydro under development totaling 1,425 MW.
  • Solar Power Projects: Operational 31 MW; 10 MW under development.
  • Wind Power Plants: Operational 3.4 MW.
  • Smart Metering Business: Installed ~3.72 million smart meters cumulatively as of Mar’26; planned focus on implementation and upcoming smart metering opportunities.
  • Urban Infrastructure: Krishnagiri Special Investment Region (~347 acres); ~56 acres proposed sale, ~60 acres next phase planned.

2 more points management made on capital expenditure plans

Top-ranked in Power

Ranked on what management guided this quarter

5x potential
1Insolation Ener
Rev 1Mar 1
2ACME Solar Hold.
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what GMR Power & Urban Infra Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The investor presentation mentions the following regarding order book, order inflow, and pending orders: - Under the "Clearly Defined Strategies" section (Page 27): - Exploring ways to grow the order book for the EPC business. - Participation in Railway EPC/PPP opportunities to support order inflow. - No explicit quantitative details about current order book size, total order inflow, or pending orders are provided. - Overdue accounted receivables totaling approximately INR 6.8 billion (excluding litigation claims) are noted, relating to:

2 more points management made on order book & pipeline

GMR Power & Urban Infra Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹2.0K Cr, net loss ₹114 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What GMR Power & Urban Infra Ltd's management said in earlier quarters

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Frequently Asked Questions

What were GMR Power & Urban Infra Ltd Q4 FY26 results?

Q4FY26 Total Income: INR 20.7bn, up 11% YoY and 3% QoQ (Page 9) - Smart Meter Revenue in Q4FY26: INR 5.2bn, increased from INR 1.5bn in Q4FY25 (Page 9) - Energy Business Q4FY26 Revenue: INR 13.3bn EBITDA Q4FY26: INR 5.2 billion, up 3% YoY (Page 9) - EBITDA Margin Q4FY26: 25%, stable YoY (Page 9) - Profit After Tax (PAT) Q4FY26: Loss of INR 1.1 billion vs.

What is GMR Power & Urban Infra Ltd share price analysis?

GMR Power & Urban Infra Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹7,210 Cr. Investors should review the full earnings analysis for detailed insights.

Is GMR Power & Urban Infra Ltd planning capital expenditure?

Kamalanga Power Plant: Operational 1,050 MW coal plant; no expansion capex stated.

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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.